Latest Institutional Transactions on Docusign, Inc. (DOCU)
This table provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-84- 15.67% |
$6.27K - $8.21K
|
452
$30.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
39.5KNew |
$2.95M - $3.85M
|
39.5K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-66- 34.38% |
$4.93K - $6.45K
|
126
$8.54K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.74K - $4.89K
|
50
$3.39K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 1000.0% |
$747 - $977
|
11
$745
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.77KNew |
$207K - $271K
|
2.77K
$188K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.42KNew |
$255K - $334K
|
3.42K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 2.06% |
$3.81K - $4.98K
|
2.53K
$171K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$224 - $293
|
3
$203
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
212+ 7.02% |
$15.8K - $20.7K
|
3.23K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$112K - $147K
|
1.5K
$102K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.8KNew |
$1.48M - $1.93M
|
19.8K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-950- 12.8% |
$71K - $92.8K
|
6.47K
$439K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-227- 7.05% |
$17K - $22.2K
|
2.99K
$203K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 2.33% |
$74.7 - $97.7
|
42
$2.85K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 2200.0% |
$3.29K - $4.3K
|
46
$3.12K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
18New |
$1.11K - $1.93K
|
18
$1.22K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$13.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.72KNew |
$105K - $184K
|
1.72K
$116K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
422New |
$25.9K - $45.1K
|
422
$28.6K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.8KNew |
$970K - $1.69M
|
15.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.5K- 1.04% |
$338K - $588K
|
523K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
40.8K+ 94.01% |
$2.51M - $4.37M
|
84.2K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
72KNew |
$4.42M - $7.7M
|
72K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.93KNew |
$180K - $313K
|
2.93K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-39- 3.65% |
$2.4K - $4.17K
|
1.03K
$69.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
37.1KNew |
$2.28M - $3.97M
|
37.1K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
222KNew |
$13.6M - $23.7M
|
222K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2KNew |
$123K - $214K
|
2K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
100KNew |
$6.14M - $10.7M
|
100K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
10.9KNew |
$672K - $1.17M
|
10.9K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-27.6K- 98.57% |
$1.69M - $2.95M
|
400
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-5K- 33.33% |
$307K - $535K
|
10K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-79.2K- 5.57% |
$4.86M - $8.47M
|
1.34M
$91M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
24+ 3.49% |
$1.47K - $2.57K
|
712
$48.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
2.57KNew |
$158K - $275K
|
2.57K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
20KNew |
$1.23M - $2.14M
|
20K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-173K- 96.76% |
$10.7M - $18.6M
|
5.8K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
9.85KNew |
$605K - $1.05M
|
9.85K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
290KNew |
$17.8M - $31M
|
290K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Alight Capital Management LP
New York, NY |
SELL
|
- |
-170K- 85.0% |
$10.4M - $18.2M
|
30K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
1.21M+ 33.96% |
$74M - $129M
|
4.75M
$322M
|
|
|
Feb 14, 2025
Q4 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
431KNew |
$26.5M - $46.1M
|
431K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
66.5KNew |
$4.08M - $7.12M
|
66.5K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
259New |
$15.9K - $27.7K
|
259
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
200New |
$12.3K - $21.4K
|
200
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
2.73KNew |
$168K - $292K
|
2.73K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
357+ 476.0% |
$21.9K - $38.2K
|
432
$29.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.81M- 99.8% |
$111M - $194M
|
3.71K
$251K
|
|